05/07/2026
I’m pleased to share the success of our recent Estate Planning Client Advice Event.
Key takeaways:
• Choosing the right executor and power of attorney is critical
• Review your will every 3–5 years, or after a major life or financial change
• Estate planning is most effective when aligned with your overall financial plan—working with a financial planner helps ensure it’s tailored to your unique situation and remains current as your circumstances change.
Many people assume their estate plan is “done” once documents are signed — but in reality, it should be reviewed and updated as life and financial situations change.
If you haven’t reviewed your plan recently, or aren’t sure where to start, I’d be happy to connect.
Looking forward to the next event and continuing these important conversations.
